Key Financial Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Key Financial Inc’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30K	Hold	1,300	–	–	﹤0.01%	631
2026 Q2	$25.9K	Sell	1,300 -829	-39%	-$15.6K	﹤0.01%	676
2026 Q1	$36.1K	Buy	2,129 +297	+16%	+$5.29K	0.01%	603
2025 Q4	$29.1K	Hold	1,832	–	–	0.01%	644
2025 Q3	$28.7K	Hold	1,832	–	–	0.01%	632
2025 Q2	$25.1K	Hold	1,832	–	–	0.01%	637
2025 Q1	$25K	Hold	1,832	–	–	0.01%	613
2024 Q4	$21.5K	Buy	1,832 +532	+41%	+$5.98K	﹤0.01%	641
2024 Q3	$13.2K	Hold	1,300	–	–	﹤0.01%	729
2024 Q2	$14K	Hold	1,300	–	–	﹤0.01%	704
2024 Q1	$13.3K	Hold	1,300	–	–	﹤0.01%	691
2023 Q4	$11.2K	Buy	+1,300	New	+$11K	﹤0.01%	710

Other funds holding MUFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Key Financial Inc's MUFG Position: Q3 2026 in Review

Key Financial Inc held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 1,300 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Key Financial Inc first reported a position in MUFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $36.1K in Q1 2026. 332 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Key Financial Inc held 1,300 shares of Mitsubishi UFJ Financial worth $30K as of Q3 2026.
Key Financial Inc left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #631 holding.
Key Financial Inc first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 12 quarters since.
Key Financial Inc's Mitsubishi UFJ Financial position peaked at $36.1K in Q1 2026.
332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.